Schwab Strategic Tr us lrg cap etf shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $286k | 11k | 26.34 |
| 2025-06-30 | $265k | 11k | 24.44 |
| 2025-03-31 | $240k | 11k | 22.08 |
| 2024-12-31 | $427k | 18k | 23.18 |
| 2024-09-30 | $474k | 7.0k | 67.85 |
| 2024-06-30 | $449k | 7.0k | 64.25 |
| 2024-03-31 | $545k | 8.8k | 62.06 |
| 2023-12-31 | $460k | 8.1k | 56.40 |
| 2023-09-30 | $412k | 8.1k | 50.60 |
| 2023-06-30 | $529k | 10k | 52.37 |
| 2023-03-31 | $467k | 9.6k | 48.37 |
| 2022-12-31 | $181k | 4.0k | 45.15 |
| 2022-09-30 | $123k | 2.9k | 42.41 |
| 2022-06-30 | $130k | 2.9k | 44.83 |
| 2022-03-31 | $156k | 2.9k | 53.79 |
| 2021-12-31 | $129k | 1.1k | 114.26 |
| 2021-09-30 | $127k | 1.2k | 104.44 |
| 2021-06-30 | $127k | 1.2k | 104.44 |
| 2021-03-31 | $117k | 1.2k | 96.22 |
| 2020-12-31 | $111k | 1.2k | 91.28 |
| 2020-09-30 | $99k | 1.2k | 81.41 |
| 2020-06-30 | $91k | 1.2k | 74.84 |
| 2020-03-31 | $75k | 1.2k | 61.68 |
| 2019-12-31 | $94k | 1.2k | 77.30 |
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